We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
201
Sterling Financial Planning
New Jersey
$523K -$1.48K -18 -0.3%
OBWG
202
Onyx Bridge Wealth Group
New York
$504K -$3.86K -47 -0.7%
OFS
203
OneAscent Financial Services
Alabama
$500K +$513K +6,239 New
NA
204
NewEdge Advisors
Louisiana
$495K +$66.6K +811 +15%
BlackRock
205
BlackRock
New York
$495K +$501K +6,093 +8,347%
Comerica Bank
206
Comerica Bank
Texas
$486K -$14.3K -174 -3%
BFA
207
Beacon Financial Advisory
Ohio
$485K +$497K +6,049 New
SFC
208
Strategic Financial Concepts
Texas
$481K +$6.08K +74 +1%
OGF
209
Orin Green Financial
California
$479K -$529K -6,443 Closed
CGA
210
Crescent Grove Advisors
Illinois
$470K
FNWA
211
Financial Network Wealth Advisors
Utah
$463K -$313K -3,806 -40%
MF
212
Meridian Financial
Massachusetts
$462K +$8.22K +100 +2%
MWM
213
Meridian Wealth Management
Kentucky
$460K +$4.85K +59 +1%
SM
214
Sensible Money
Arizona
$457K -$3.7K -45 -0.8%
AWS
215
Atria Wealth Solutions
New York
$457K +$23.3K +283 +5%
PTC
216
Private Trust Company
Ohio
$456K -$7.72K -94 -2%
IA
217
IFP Advisors
Florida
$447K -$1.19M -14,479 -72%
FTS
218
Fifth Third Securities
Ohio
$438K +$80.6K +981 +22%
JGCM
219
Joseph Group Capital Management
Ohio
$434K -$34.1K -415 -7%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$427K +$175K +2,129 +67%
AL
221
ACAS LLC
California
$426K -$51.9K -632 -11%
SWM
222
Silverlake Wealth Management
Vermont
$423K +$50.5K +615 +13%
SCA
223
STALEY CAPITAL ADVISERS
Pennsylvania
$410K
CWM
224
CCG Wealth Management
California
$405K -$21.8K -265 -5%
BWA
225
Burt Wealth Advisors
Maryland
$404K +$4.6K +56 +1%